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Whats New

What's New

Cash ISA transfers

OFT response to Consumer Focus super-complaint in relation to cash ISAs - please see here
Revised Guidelines available here
(Please note that the Guidelines shown here are relevent until the end of Dec 2010. New Guidelines will be introduced after then which will reduce the recommended time for a transfer to 15 working days).

Consultation - Removing the requirement to annuitise by age 75

Consultation - Restriction of pensions tax relief


Reforming Public Sector Pensions - please find here a document Malcolm Small has been involved in the production of, on behalf of TISA.

TISA Technical Bulletins 'CF Arch Cru Funds Liquidation' and 'Child Trust Funds' - please see here


TISA London Events

Distributor Influenced Funds and Products - 8 September

Pensions -  administration moves centre stage - 9 September

Corporate Wrap Seminar - 16 September

Annual Conference - 17 November


TISA Training

Introduction to ISA Administration

14 September - London

12 October - Edinburgh

ISA Qualifying Investments

23 September - London

ISA Repairs/Voids

4 October - London

ISA transfers

4 November - Edinburgh

9 November - London

 

TISA Press releases:

'Malcolm Small takes on wider remit'

'APCIMS backs TISA fund re-registration initiative'

'Cash ISA 'super complaint' - TISA comments on OFT response'

'TISA responses to Emergency Budget'

Please see here  

For other TISA press features/articles please see here

 

ISA TRANSFERS DATABASES  (Passwords, usernames and company codes last changed 25/06/10)

In line with HMRC ISA Bulletin 3 and
TISA bulletin 541 please email details to isatransfers@tisa.uk.com if you haven't already done so, along with a postal address for transfer requests to be sent to.




 

 

 

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